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WO-01349541 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - South Jamaica, NY — 115-15 Sutphin Blvd., Jamaica NY, 11434

Feb 4, 2026 → Feb 10, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 9, 2026
✗ SLA Missed (1 biz days late)
Active: 4 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 10, 2026)
SLA Target
▶ Clock Running
Status: Created
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Feb 4 → Feb 4, 2026
0 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Assigned
Feb 4 → Feb 5, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
3d
▶ Clock Running
Status: Scheduled
Feb 5 → Feb 10, 2026
3 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 10 → Feb 10, 2026
0 business days (counted)
Running total: 4 of 3 biz days used
Created: Feb 4, 2026 Completed: Feb 10, 2026
Business Days Used 4 / 3
0 3d budget +1d over
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Feb 4 → Feb 4 Created ▶ Running 0 0 / 3
Feb 4 → Feb 4 Awaiting Parts ⏸ Paused 0 —
Feb 4 → Feb 4 Ready for Scheduling ▶ Running 0 0 / 3
Feb 4 → Feb 5 Assigned ▶ Running 1 1 / 3
Feb 5 → Feb 10 Scheduled ▶ Running 3 4 / 3
Feb 10 → Feb 10 Tech On Site ▶ Running 0 4 / 3
Dispatch 0.0d
Material Management 0.4d
Coordinators 5.6d
Field Work 0.4d
Billing 11.6d
✗ SLA Missed
Dispatch
0.0 days
Material Management
0.4 days
Coordinators
5.6 days
Over SLA
Field Work
0.4 days
Billing
11.6 days
Over SLA
Created: Feb 4, 2026 Due: Feb 11, 2026 Completed: Feb 10, 2026 (1 days early)
📅
5.0 days Total Age
⏱️
11.6d in Ready to Bill Longest Stage
🔄
10 transitions Status Changes
⚠️
13.8d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00565110
Oak Street Health - 48 Hour - 143446: New Work Order Assigned
Closed
Work Order #143446 Work Order Description: Touchscreen on BP machine is not working. May be a battery issue as well
Priority
Standard
Origin
Email
Reason
New Case
Contact
Richard McKenzie
Owner
Virtual Tech
Created
Feb 4, 2026
Work Orders from this Case (1)
WO-01349541 (current) Invoiced
Virtual Tech - Field Repair • Mohamed Shareed
Created: Feb 4, 2026 • Closed: Feb 10, 2026
Completed with significant delays
Invoiced • 259 days old
🚨
Primary Delay 11.6 days stuck in "Ready to Bill"
⏱️
Total Delay 13.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Awaiting Parts
0.4d / 3.0d SLA
Ready for Scheduling
0.3d / 1.0d SLA
Assigned
1.4d / 0.5d SLA
Scheduled
3.9d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.4d / 1.0d SLA
Ready to Bill
11.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
2/5 KSmith -- Scheduled for 2/10 with Richard. 1-3pm

2/5/26 RBerry- Updated due date based on parts.


2/5 KSmith -- Sent email to schedule for 2/10

🔧 Work Performed
Rebooted BP, removed and reinstalled internal battery unit turns on with no touch function. Spoke to Marcus at Welch Allyn advised unit is under warranty. Marcus advised unit must be sent back to welch allyn for warranty repair. Marcus created ticket #303414883 for unit to be shipped back. All info sent directly to Richard McKenzie from Welch Allyn tech support.
🔍 Technician Findings
BP has no touch function.
⚠️ Problem Description
Work Order #143446 Work Order Description: Touchscreen on BP machine is not working. May be a battery issue as well https://www.ebiotrack.com/workorder.php?wo=71365

Timeline

📞
Case Linked Feb 4, 9:34 AM
Case Number: 00565110
Subject: Oak Street Health - 48 Hour - 143446: New Work Order Assigned
Status: Closed
📋
▶
3 Work Order Created Feb 4, 9:55 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00089660
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 0m
📅
▶
2 Status: Ready for Scheduling Feb 4, 1:27 PM
Status: Ready for Scheduling → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
👷
▶
2 Technician Assigned Feb 4, 4:01 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 34m
📅
▶
2 Dispatch Scheduled Feb 5, 11:45 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 19h 43m
⏳ 4.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Feb 10, 12:38 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 0h
⏱️
7x Labor Added Feb 10, 3:39 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.25, 31, 14
✔️
▶
2 Status: Completed Feb 10, 3:44 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Diane Patton Feb 11, 1:59 PM
From: Closed
To: Ready to Bill
Duration in Previous: 22h 12m
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:13 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 23h
💰
Status: Invoiced by Diane Patton Feb 28, 1:18 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m
🚨 90.0 business days
🧾
Invoice Created Jul 8, 5:27 PM
Invoice Number: SM-255246

Bottlenecks

Assigned
Duration: 1.4 business days (threshold: 4.0 business hours)
Exceeded by 7.0 business hours
Scheduled
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.2 business hours
Ready to Bill
Duration: 11.6 business days (threshold: 1.0 business days)
Exceeded by 10.6 business days

🔗 Related Artifacts

📞
Case 00565110
Closed
📦
Parts Order 00089660
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Feb 10, 2:00 PM
Created
Feb 4, 9:55 AM
Invoice #
SM-255246

Work Details (8)

Name Type Status Qty Amount Date
WL-03091303 Expenses Open 1 $15.77 Feb 4, 1:30 PM
WL-03099464 Labor Open 1.25 $153.21 Feb 10, 3:39 PM
WL-03099465 Labor Open 1 $122.57 Feb 10, 3:39 PM
WL-03099466 Labor Open 1 $0.00 Feb 10, 3:39 PM
WL-03099467 Travel Open 31 - Feb 10, 3:39 PM
WL-03099468 Travel Open 14 - Feb 10, 3:39 PM
WL-03099469 Expenses Open 1 $0.00 Feb 10, 3:39 PM
WL-03099470 Expenses Open 1 $0.00 Feb 10, 3:39 PM

Details